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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,578 | $55,446-44.9% | $155,574-80.3% | $74,429-58.9% |
| Participation rate | 80.0% | 61.9%+18.1pp | 78.2%+1.8pp | 67.2%+12.8pp |
| Annual return | 21.60% | 269.20%-247.6pp | 64.87%-43.3pp | 1368.38%-1346.8pp |
| Employer contribution / active EE | $2,283 | $2,266+0.7% | $4,676-51.2% | $2,625-13.0% |
| Participant deferral / active EE | $1,235 | $2,836-56.5% | $5,629-78.1% | $4,348-71.6% |
| Admin fee / account holder | $3,465 | $1,743+98.8% | $15,914-78.2% | $1,944+78.2% |